Customer Backorder Allocate

Menu Path: Warehouse Management $Images\bluerarw.gif$ Allocations $Images\bluerarw.gif$ Customer Backorder Allocate

Purpose

Release customer backorders.

Overview

Use Customer Backorder Allocate to manually release backorders for a customer. Backorders are displayed for a specific shipping location, but can include all sales representatives or a specific sales representative.

Note You can only display customer backorders for all sales representatives if no sales representative is entered in the Sales Representative field for your user ID in User Extended Options. Sales representatives should not have access to Customer Backorder Allocate. Instead, they should access Customer Backorder Allocate Inquiry, which is the inquiry-only version of Customer Backorder Allocate.

You can filter backorders by customer, EDI trade ID, distribution center, forecast group, order number, customer purchase order number, product, required date, cancel-after date, and/or order date.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Customer Backorder Allocate window.
OK	Click this button to accept an action. This button is only available after you click the Cancel Line, Release Line, Release Order, or Release All button in the ribbon. If you are cancelling a line item, you are asked to confirm whether you want to cancel. If you click the Yes button, Order Line Cancellation Reason appears, and allows you to enter an order line cancel reason code.
Cancel	Click this button to reject an action. This button is only available after you click the Cancel Line, Release Line, Release Order, or Release All button in the ribbon.
Show Data	Click this button to display customers with backordered products on the Results tab based on the criteria selected on the Select tab.
Cancel Line	Click this button to cancel a selected order line. This will also reinstate inventory records for the selected product at the specified location.
Release Line	Click this button to release the selected order line.
Release Order	Click this button to release a selected backorder.
Release All	Click this button to release all backorders.

Select Tab Fields and Buttons

Field or Button	Description
Location Prefix	Enter a shipping location prefix for which to display backorders, or click the Lookup button to select a shipping location prefix. For more information on shipping locations, see Sales Location / Shipping Location.
Name (Location)	Enter a shipping location name for which to display backorders, or click the Lookup button to select a shipping location name. For more information on shipping locations, see Sales Location / Shipping Location.
Customer Code / Billing Cust Code / Trade ID/Distribution Center	Select whether to display backorders for customer codes, billing customer codes, or EDI trade IDs and distribution center IDs.
Related Customers	Select this check box to display backorders for customers related to the selected customer or billing customer. This check box is cleared by default, is only available if the Customer Code or Billing Cust Code radio button is selected, and is only enabled if the All Customers or All Billing Customers check box is cleared.
Trade ID	Enter an EDI trade ID for which to display backorders, or click the Lookup button to select an EDI trade ID. This field is only available if the Trade ID/Distribution Center radio button is selected.
Trade ID Name	Enter an EDI trading partner name for which to display backorders, or click the Lookup button to select an EDI trading partner name. This field is only available if the Trade ID/Distribution Center radio button is selected.
All Customers / All Billing Customers / All DCs	Select this check box to display backorders for all customers, billing customers, or distribution centers. This check box is selected by default.
Customer Code	Enter a customer code or billing customer code for which to display backorders, or click the Lookup button to select a customer code or billing customer code. This field is only enabled if the All Customers or All Billing Customers check box is cleared.
Name (Customer or Billing Customer)	Enter a customer name or billing customer name for which to display backorders, or click the Lookup button to select a customer name or billing customer name. This field is only enabled if the All Customers or All Billing Customers check box is cleared.
Distribution Center ID	Enter a distribution center ID for which to display backorders, or click the Lookup button to select a distribution center ID. This field is only enabled if the All DCs check box is cleared.
Name (Distribution Center)	Enter a distribution center name for which to display backorders, or click the Lookup button to select a distribution center name. This field is only enabled if the All DCs check box is cleared.
All Forecast Groups	Select this check box to display backorders for all forecast groups. This check box is selected by default.
Forecast Group	Enter a forecast group for which to display backorders, or click the Lookup button to select a forecast group. This field is only enabled if the All Forecast Groups check box is cleared.
Name (Forecast Group)	Enter a forecast group name for which to display backorders, or click the Lookup button to select a forecast group name. This field is only enabled if the All Forecast Groups check box is cleared.
Order Number / Customer PO #	Select whether to display backorders for order numbers or customer purchase order numbers.
All Orders / All Customer's POs	Select this check box to display backorders for all orders or customer purchase orders. This check box is selected by default.
From (Order)	Enter an order number for which to display backorders, or click the Lookup button to select an order number. If you want to display backorders for a range of orders, enter the first order number in the range. This field is only enabled if the All Orders check box is cleared.
To (Order)	Enter the last order number in a range of orders for which to display backorders, or click the Lookup button to select an order number. If you want to only display backorders for a single order, you can leave this field blank. This field is only enabled if the All Orders check box is cleared.
Customer PO	Enter a customer purchase order number for which to display backorders, or click the Lookup button to select a customer purchase order number. This field is only enabled if the All Customer's POs check box is cleared.
All Products	Select this check box to display backorders for all products. This check box is selected by default.
Product Code	Enter a product code for which to display backorders, or click the Lookup button to select a product code. This field is only enabled if the All Products check box is cleared.
Name (Product)	Enter a product name for which to display backorders, or click the Lookup button to select a product name. This field is only enabled if the All Products check box is cleared.
All Required Dates	Select this check box to display backorders for all required dates. This check box is selected by default.
From (Required Date)	Enter a required date for which to display backorders, or click the drop-down arrow to select a required date. If you want to display backorders for a range of required dates, enter the first date in the range. This field is only enabled if the All Required Dates check box is cleared.
To (Required Date)	Enter the last required date in a range of required dates for which to display backorders, or click the drop-down arrow to select a required date. If you want to display backorders for a single required date, you can leave this field blank. This field is only enabled if the All Required Dates check box is cleared.
All Cancel After Dates	Select this check box to display backorders for all cancel-after dates. This check box is selected by default.
From (Cancel-After Date)	Enter a cancel-after date for which to display backorders, or click the drop-down arrow to select a cancel-after date. If you want to display backorders for a range of cancel-after dates, enter the first date in the range. This field is only enabled if the All Cancel After Dates check box is cleared.
To (Cancel-After Date)	Enter the last cancel-after date in a range of cancel-after dates for which to display backorders, or click the drop-down arrow to select a cancel-after date. If you want to display backorders for a single cancel-after date, you can leave this field blank. This field is only enabled if the All Cancel After Dates check box is cleared.
All Order Dates	Select this check box to display backorders for all order dates. This check box is selected by default.
From (Order Date)	Enter an order date for which to display backorders, or click the drop-down arrow to select an order date. If you want to display backorders for a range of order dates, enter the first date in the range. This field is only enabled if the All Order Dates check box is cleared.
To (Order Date)	Enter the last order date in a range of order dates for which to display backorders, or click the drop-down arrow to select an order date. If you want to display backorders for a single order date, you can leave this field blank. This field is only enabled if the All Order Dates check box is cleared.
All Sales Representatives	Select this check box to display backorders for all sales representatives. If no sales representative ID is entered in the Sales Representative field for your user ID in User Extended Options, this check box is selected by default. If a sales representative ID is entered in the Sales Representative field for your user ID in User Extended Options, this check box is cleared by default, and is disabled.
Sales Representative	Enter a sales representative ID for which to display backorders, or click the Lookup button to select a sales representative ID. This field is only enabled if the All Sales Representatives check box is cleared. If a sales representative ID is entered in the Sales Representative field for your user ID in User Extended Options, this field defaults to that sales representative ID.
All Products / Unrestricted Products / Restricted Products	Select whether to display backorders for all products, only unrestricted products, or only restricted products. This radio set is only enabled if you are allowed to allocate products with restricted allocation.
Only Show Products That Must be Released Manually	Select this check box to only display backorders for products/locations for which the Only Release Backorders Manually check box is selected on the Warehouse tab in Product Location Maintenance.
Display Report	Select this check box to output the Customer Backorder Release Report when releasing or cancelling backorders. This check box is selected by default. To select options for the report, use the Print Options tab.
Sort by	Select whether to sort customers with backorders by customer code, customer name, or sales representative.
Position to	Enter a customer code, customer name, or sales representative to display at the top of the Customers with Backorders grid on the Results tab. Example If you select the Customer Name radio button, and you enter Smith in the Position to field, then Smith will be the first row displayed on the Results tab (if there is such a record).

Results Tab Fields and Buttons

Field or Button	Description
Customers with Backorders	This grid displays customers with backorders that can be released after you select criteria on the Select tab, and click the Show Data button in the ribbon. Click a customer to display backorders that can be released for the customer in the Backordered Lines grid. Double-click a customer to display Customer Maintenance, which allows you to view and update information for the customer. Note If you are not authorized to use Customer Maintenance, the Customer Inquiry window appears instead, and allows you to view information for the customer.
Backordered Lines	This grid displays backorders that you can release. Double-click a backorder to display Line Items, which allows you to view line item information for the order. Orders are listed by backorder release priority based on the product/location backorder release priority. After you click the Release Line, Release Order, or Release All button in the ribbon, you can enter a quantity to release in the Qty to Release column.
Available	This field displays the quantity available for the backordered product.
Qty Selected for Release	This field displays the quantity available selected for release for the backordered product.
Backorder	This field displays the quantity backordered for the backordered product.
Qty on Backorder	This field displays the quantity on backorder for the selected product. This quantity equals the quantity available for release minus the quantity backordered.
Backorder Priority	This grid displays the backorder release priority. To change the backorder release priority, click the up and/or down arrow buttons, and then click Apply.
Apply	Click this button to change the backorder release priority.

Print Options Tab Fields and Buttons

Field or Button	Description
Output Option	Select one of the following output options: Screen - Output to a PDF so you can immediately view the report. File - Output to a PDF, Excel, Access, or delimited file to be stored for later use. If you select this option, specify the file type and either the output folder or file name. Printer - Output to a selected printer. If you select this option, specify a printer in the Printer field. Email - Output to your default email application. If you select this option, you are prompted to select recipients for the email, then an email is created with the report attached as a PDF file. Excel - Output directly to Excel. You can specify the location of the Excel application in the Spreadsheet File field in User Profile Maintenance. If you output to Excel, the report may include additional information.
Save Report File	Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Save Access Database File	Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Output File Type	Select whether to output to a PDF, Excel, Access, or delimited (CSV, DAT, or TXT) file. These radio buttons are only available if you select the File radio button.
Specify File Name	Select this check box to specify the file name of the output report. This check box is only available if you select the File radio button.
Output Directory	Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared.
Output File Name	Enter a location and file name for the output report, or click the Lookup button to navigate to and select a location and file name. The file extension of the file name should match the selected output file type. This field is only available if you select the Specify File Name check box.
Excel Format Name	Enter an Excel format name, or click the Lookup button to select an Excel format name. Excel formats can be set up to specify which fields are output to Excel, and the order and sort order of the fields. This field is only available if you select the Excel radio button.
Format Maintenance	Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button.
Save As Type	Click the Lookup button to select whether to save the delimited file as a CSV, DAT, or TXT file. This field is only available if you select the Delimited radio button, and only enabled if the Specify File Name check box is cleared.
Include header	Select this check box to include a row of header information in the exported delimited file, which labels the data. This check box is only available if you select the Delimited radio button.
Delimiter	Enter a comma (,), caret (^), or vertical bar (\|) as a delimiter for the exported delimited file. This field is only available if you select the Delimited radio button.
Enclosing Character	If you want to use single or double quotation marks around data exported to a delimited file, enter ' or " in this field. Even if this field is left blank, text fields that have commas or carriage returns are enclosed in quotes. This field is only available if you select the Delimited radio button.
Printer	Click the Lookup button to select a printer. This field is only available if you select the Printer radio button.
Print Full Heading on All Pages	Select this check box to include the entire heading from the first page of the report on all pages of the report. This check box is cleared by default, and only enabled if you select the Screen, File, Printer, or Email radio button.
Print Title Line on All Pages	Select this check box to include the report title, page number, and printed date/time on all pages of the report. This check box is selected by default and only enabled if you select the Screen, File, Printer, or Email radio button, and if the Print Full Heading on All Pages check box is cleared.
Report Language 1	Enter the first language for the report, or click the Lookup button to select a language.
Report Language 2	Enter the second language for the report, or click the Lookup button to select a language. If you enter a language in this field, the report is printed in this language and the language entered in the Report Language 1 field.
Horizontal Shading	Select this check box to include horizontal shading on alternate lines of the report to make it easier to read report data. This check box is cleared by default, and is only enabled if you select the Screen, File, Printer, or Email radio button.
Collate	Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc.
Horizontal Shading Color	Click the Lookup button to select the color of horizontal shading on the report. This Lookup button is only enabled if you select the Horizontal Shading check box.
Number of Copies	Enter the number of copies of the report to print. This field is only enabled if you select the Printer radio button.
Process	These radio buttons are disabled in this window.
Task Occurs	These radio buttons are disabled in this window.
Time	These fields and radio buttons are disabled in this window.
Date	This field is disabled in this window.
Task Description	This field is disabled in this window.
Scheduling Assistant Queue	This field is disabled in this window.
External Email	This check box is disabled in this window.
Screen Alert	This check box is disabled in this window.
Internal Email	This check box is disabled in this window.
Report Files	This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns: Print - Select the check box in this column to output the report file. Number of Copies - Enter the number of copies of the report file to print. This column is only available if you select the Printer radio button. Report Description - This column displays the description of each report file. Report Filename - This column displays the .rpt file name for each report file. Report Name - This column displays the name of each report file.